Bio coming soon!

(323) *** ****

Driven by his own experiences as a caretaker for his younger brother with special needs, Faisal is passionately committed to helping families facing similar situations by offering them expert guidance and streamlined access to resources for special needs financial planning. His deep understanding of these unique challe...

(888) *** ****

As a CERTIFIED FINANCIAL PLANNER® professional, I am dedicated to helping my clients build and secure their financial future. Some of the lessons my father taught me were the value of hard work, leadership, and most importantly planning. I would always crack up at the hand-written driving directions even when GPS...

(310) *** ****

Ms. Cynthia J. Waterson's experience in the field of developmental disabilities spans over 20 years. While working on her undergraduate degree at California State University, Long Beach, she interned at Lanterman Developmental Center in Pomona. She then worked for the Coastline Community College, Adult Education at...

(213) *** ****

Lindsay H. Altamirano is passionate about assisting individuals and families plan for the future and life’s changes, supporting people through sensitive situations, and helping people navigate the law. Lindsay started her career practicing insurance defense litigation, but soon realized that she wanted to have a...

(424) *** ****

Tara has been working in financial planning, investment advice, and tax preparation for over 30 years. She was first introduced to financial planning as a kid when her mother became a financial planner in the 1970s, before the career really even existed. Tara started her career in software programming and software syst...

(310) *** ****